Civic Intelligence

The Sam & Freda Davis 1993 Charitable Trust C/O Amg National Trust

990PF • Fiscal year 2019 • EIN 84-6261346

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profile
6295 Greenwood Plaza BlvdGreenwood Village, CO 80111-4908

(303) 694-2190

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

30th percentile

-1.4%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,727,468

Down $113,683 (-1.4%) from 2018

Net Assets

Down

$7,727,468

Down $113,683 (-1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin15th percentile

Revenue

Down

$423,020

Down $214,532 (-34%) from 2018

Expenses

Down

$536,703

Down $9,195 (-1.7%) from 2018

Net Income

Down

-$113,683

Down $205,337 (-224%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $8,526,144Liabilities 2010: $0Net Assets 2010: $8,526,1442010Assets 2011: $8,201,232Liabilities 2011: $12011Assets 2012: $8,119,316Liabilities 2012: $0Net Assets 2012: $8,119,3162012Assets 2013: $8,044,956Liabilities 2013: $0Net Assets 2013: $8,044,9562013Assets 2014: $8,439,278Liabilities 2014: $0Net Assets 2014: $8,439,2782014Assets 2015: $8,325,833Liabilities 2015: $6,974Net Assets 2015: $8,318,8592015Assets 2016: $7,868,399Liabilities 2016: $0Net Assets 2016: $7,868,3992016Assets 2017: $7,749,497Liabilities 2017: $0Net Assets 2017: $7,749,4972017Assets 2018: $7,841,151Liabilities 2018: $0Net Assets 2018: $7,841,1512018Assets 2019: $7,727,468Liabilities 2019: $0Net Assets 2019: $7,727,4682019Assets 2020: $7,392,861Liabilities 2020: $0Net Assets 2020: $7,392,8612020Assets 2021: $7,709,507Liabilities 2021: $0Net Assets 2021: $7,709,5072021Assets 2022: $7,990,983Liabilities 2022: $0Net Assets 2022: $7,990,9832022Assets 2023: $7,713,651Liabilities 2023: $0Net Assets 2023: $7,713,6512023Assets 2024: $7,853,767Liabilities 2024: $0Net Assets 2024: $7,853,7672024

Highlighted filing

2019

Assets$7,727,468
Liabilities$0
Net Assets$7,727,468
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $430,4042010Revenue 2011: $166,482Expenses 2011: $491,394Net Income 2011: -$324,9122011Expenses 2012: $506,7052012Revenue 2013: $416,664Expenses 2013: $491,024Net Income 2013: -$74,3602013Revenue 2014: $967,848Expenses 2014: $573,526Net Income 2014: $394,3222014Revenue 2015: $446,865Expenses 2015: $567,284Net Income 2015: -$120,4192015Revenue 2016: $60,123Expenses 2016: $510,583Net Income 2016: -$450,4602016Revenue 2017: $418,166Expenses 2017: $537,068Net Income 2017: -$118,9022017Revenue 2018: $637,552Expenses 2018: $545,898Net Income 2018: $91,6542018Revenue 2019: $423,020Expenses 2019: $536,703Net Income 2019: -$113,6832019Revenue 2020: $177,439Expenses 2020: $512,046Net Income 2020: -$334,6072020Revenue 2021: $850,155Expenses 2021: $533,509Net Income 2021: $316,6462021Revenue 2022: $895,617Expenses 2022: $594,141Net Income 2022: $301,4762022Revenue 2023: $359,280Expenses 2023: $636,612Net Income 2023: -$277,3322023Revenue 2024: $617,719Expenses 2024: $477,603Net Income 2024: $140,1162024

Highlighted filing

2019

Revenue$423,020
Expenses$536,703
Net Income-$113,683
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMG NATIONAL TRUST BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Freda Davis 1993 Charitable
EIN
84-6261346
Phone
3036942190
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908

Signing Officer

Name
Amg National Trust Bank Trustee
Title
VP & Trust Officer
Phone
3036942190
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Mary Kaye Johnston CPA
Phone
3036942190
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04630
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0249636
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0470000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0470000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0168401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0168401
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-113683
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02645637
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04983
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0249636
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0358491
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt055723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt055723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0471157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0536703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0418037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0423020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt066703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01166667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1819130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2256242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3153962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt060585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-49740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2144306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt592720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt060585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-49740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2144306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt592720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01227252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1769390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2400548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3154810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt592720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG 0120 - PUBLICLY TRADED -LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG 0120 - PUBLICLY TRADED -ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG 0139 - PUBLICLY TRADED -LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG 0139 - PUBLICLY TRADED -ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CLASS ACTION SUIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0249636
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-113683
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07727468
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07841151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07727468
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0424435
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0424435
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0424435
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0428020
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03585
IRS990PF/DistributableAmountGrp/TotalTaxAmt03585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07213
IRS990PF/FMVAssetsEOYAmt08835904
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0539
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08776333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06750197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06616367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07545748
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0811775
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0855533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01034588
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-935182
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1048865
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0278640
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0255568
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0255568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07841151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07727468
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08835904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07841151
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07727468
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07841151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07727468
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08690770
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0474671
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08216099
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130362
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0428020
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08560408
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08690770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMG NATIONAL TRUST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06295 GREENWOOD PLAZA BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWOOD VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0801114908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0451279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0454864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0471531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0473797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0451411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0473447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0499050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08560408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08924480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08889855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08370211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09042396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09753736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0471157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263587
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0467572
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0471157
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03585
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0471157
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,727,468
Liabilities
$0
Net assets
$7,727,468
Revenue
$423,020
Expenses
$536,703
Net income
-$113,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.62$0.48$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.36$0.64$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.00$7.99$0.90$0.59$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$0.85$0.53$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.18$0.51$0.33
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.42$0.54$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.64$0.55$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.00$7.75$0.42$0.54$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.06$0.51$0.45
2015Detailed filing. Detailed filing data is available for this year.$8.33$0.01$8.32$0.45$0.57$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$0.00$8.44$0.97$0.57$0.39
2013Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.42$0.49$0.07
2012Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.51
2011Summary only. Only limited summary data is available for this year.$8.20$0.00$0.17$0.49$0.32
2010Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.43